SYM Financial Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

SYM Financial Corp’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$121K	Sell	158 -65	-29%	-$49.6K	0.01%	438
2026 Q2	$167K	Buy	223 +2	+0.9%	+$1.46K	0.01%	390
2026 Q1	$144K	Buy	+221	New	+$151K	0.01%	331
2025 Q4	–	Sell	-1,080	Closed	-$723K	–	437
2025 Q3	$723K	Hold	1,080	–	–	0.08%	76
2025 Q2	$671K	Buy	+1,080	New	+$620K	0.08%	92
2025 Q1	–	Sell	-51	Closed	-$30K	–	371
2024 Q4	$30K	Buy	+51	New	+$30.2K	﹤0.01%	295
2024 Q1	–	Sell	-94	Closed	-$44.9K	–	177
2023 Q4	$44.9K	Sell	94 -505	-84%	-$226K	0.01%	139
2023 Q3	$257K	Buy	599 +551	+1,148%	+$246K	0.05%	79
2023 Q2	$21.2K	Buy	+48	New	+$20.2K	﹤0.01%	92
2022 Q3	–	Sell	-79	Closed	-$30K	–	111
2022 Q2	$30K	Sell	79 -45	-36%	-$18.5K	0.01%	87
2022 Q1	$56K	Hold	124	–	–	0.02%	74
2021 Q4	$59K	Hold	124	–	–	0.02%	74
2021 Q3	$53K	Hold	124	–	–	0.03%	80
2021 Q2	$53K	Buy	+124	New	+$51.9K	0.03%	63

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

SYM Financial Corp's IVV Position: Q3 2026 in Review

SYM Financial Corp reduced its iShares Core S&P 500 ETF (IVV) stake by 29% in Q3 2026, selling an estimated $49.6K and leaving 158 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #438.

SYM Financial Corp first reported a position in IVV in Q2 2021 and has held it in 14 quarters since. The position peaked at $723K in Q3 2025. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

SYM Financial Corp held 158 shares of iShares Core S&P 500 ETF worth $121K as of Q3 2026.
SYM Financial Corp sold 65 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $49.6K.
iShares Core S&P 500 ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #438 holding.
SYM Financial Corp first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 14 quarters since.
SYM Financial Corp's iShares Core S&P 500 ETF position peaked at $723K in Q3 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.